Years of Experience
5-20+ Years
BALTIMORE, MD
5 Years Experience
0 Disclosures
ADVISOR BIO
Aadit Lall Shrestha is a registered representative with Stifel, Nicolaus & Company, Inc. with a current scope of practice for both Broker-Dealer and Investment Advisor. Aadit Lall Shrestha has been in the industry since January 5, 2020. Aadit Lall Shrestha holds the Series 86, Series 87, and SIE licenses. Aadit Lall Shrestha is also a registered Investment Advisor Representative.
SPECIALIZATIONS
HANOVER, MD
19 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Burleson is a financial advisor at LPL Financial LLC with over 16 years of experience in the industry. Aaron has a strong background in securities and financial services, having held previous roles with M&T Securities, Inc., Ameriprise Financial Services, Inc., and SunTrust Investment Services, Inc. Aaron is a registered representative in 27 states, including Maryland, California, Florida, Texas, and New York. Aaron provides financial planning services, including investment management and retirement planning. Aaron is a dedicated and experienced financial advisor committed to helping clients achieve their financial goals.
SPECIALIZATIONS
COLUMBIA, MD
11 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Edward Lekarz is an active investment advisor representative and investment advisor registered with Equitable Advisors, LLC. Aaron has been in the securities industry since January 30, 2014. Aaron's professional experience includes working for AXA Advisors LLC and Equitable Advisors, LLC. Aaron holds Series 63, 65, 7, and 24 securities licenses and has been registered in 25 states. Aaron also has a Securities Industry Essentials Examination certification.
SPECIALIZATIONS
Lutherville, MD
9 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Forker is a financial advisor with RBC Capital Markets, LLC. Aaron has been in the industry since January 2016. Aaron is registered as an Investment Advisor Representative in Maryland and Texas. Prior to joining RBC Capital Markets, LLC, Aaron was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Aaron specializes in the provision of financial planning, pension consulting, and portfolio management services. Aaron has experience working with a wide range of clients, including high net worth individuals, corporations, and other businesses. Aaron holds the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE) certification.
SPECIALIZATIONS
Crofton, MD
14 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Schmerling is a financial advisor with Pruco Securities, LLC. Aaron has been in the industry since January 2011 and is registered in 20 states. Aaron's expertise includes investment planning, retirement planning, and college savings.
SPECIALIZATIONS
TOWSON, MD
7 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Tyburski is a financial advisor who has been in the industry since 2018. Aaron is currently registered with Osaic Wealth, Inc. and is licensed in Montana. Aaron holds Series 6, 7, 63, and 65 licenses, as well as the SIE. Aaron has a long history of working in financial services, including roles at Goldman Sachs & Co. LLC and Foresters Financial Services, Inc. In addition to financial advising, Aaron is also the managing member of Tyburski Wealth Management, LLC, a limited liability company. Aaron offers financial planning, pension consulting, and educational seminars.
SPECIALIZATIONS
Bethesda, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Scissors is an active investment advisor representative at Morgan Stanley. Aaron has been in the securities industry since 2022 and has registrations in 48 states and the District of Columbia, as well as a Series 66, Series 7TO, and SIE license. Aaron has worked for Morgan Stanley Smith Barney LLC since November 2021 and has experience in the financial industry from previous roles at the University of Maryland and Morgan Stanley Private Bank, N.A. Aaron's firm, Morgan Stanley, is a large financial firm with over $1 trillion in assets under management and offers a wide range of financial services, including investment management, financial planning, and educational seminars.
SPECIALIZATIONS
Hyattsville, MD
0 Disclosures
ADVISOR BIO
Aaron Philip James is a financial advisor registered with Impact Partnership Wealth, LLC. Aaron has been in the financial services industry for 8 years and has a combined Series 7 and 66 license. Aaron is based in Hyattsville, MD and has previous experience with J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Aaron specializes in financial planning, educational seminars, and portfolio management for individuals.
SPECIALIZATIONS
WESTMINSTER, MD
23 Years Experience
1 Disclosures
ADVISOR BIO
Aaron Michael Puckett is a financial advisor with over 20 years of experience in the financial services industry. Aaron is registered with LPL Financial LLC and has a Series 7, Series 24, Series 63, and Series 66 license. He is also a Certified Financial Planner. Aaron has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Aaron specializes in financial planning, investment management, and retirement planning. He is committed to providing his clients with personalized financial advice and guidance.
SPECIALIZATIONS
Annapolis, MD
20 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Tsukasa Troup is a financial advisor registered with Ameriprise Financial Services, LLC. Aaron Tsukasa Troup has been in the industry since March 20, 2005. Aaron Tsukasa Troup works in the Annapolis, MD office of Ameriprise Financial Services, LLC. Aaron Tsukasa Troup has previously worked at Raymond James Financial Services, Inc., LPL Financial LLC, Commonwealth Financial Network, FSC Securities Corporation and Ameriprise Financial Advisors Inc..
SPECIALIZATIONS